Understanding Document Security

The Owner, Shared, and Access Level fields of the Document / Add Documents help you manage the document's security.

Owner: The user who owns the document.
Shared: This specifies users who can view the document. Selecting No restricts the document to only client users.
Access Level: Determines which users / specific clients can view the document(s).

This chart shows a general overview of document access.

Shared	Access Level	Who can see the document?
No	Public	All internal users with access to the matter All corporate level document administrators NOTE: For admin staff outside of the contact office, documents are only accessible from the Documents tab where they are attached. Documents are not accessible to non-admin staff outside of the contact office.
No	Private	The document owner All corporate level document administrators Select office level document administrators with access to the matter (determined by matter office) NOTE: For Admin / non-Admin staff outside of the contact office, documents are only accessible from the Documents tab where they are attached.
Yes	Public	All internal users with access to the matter All corporate level document administrators Outside counsel users from all assigned firms NOTE: For Admin / non-Admin staff outside of the contact office, documents are only accessible from the Documents tab where they are attached.
Yes	Private	The document owner All corporate level document administrators Select office level document administrators with access to the matter (determined by matter office)
Yes	Select Firm	All internal users with access to the matter All corporate-level document administrators Outside counsel users from the selected firm